See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $175,202-66.3% | $149,673-60.6% | $139,434-57.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.39% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $11,500 | $5,474+110.1% | $4,818+138.7% | $4,751+142.1% |
| Participant deferral / active EE | $10,833 | $6,519+66.2% | $5,680+90.7% | $6,710+61.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |